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Wealth Planner: Strategic Financial Planning & Investments
Job in
Bournemouth, Dorset County, BH1, England, UK
Listed on 2026-07-22
Listing for:
BARCLAYS
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
BARCLAYS is seeking a Wealth Planner to help clients achieve their financial goals through personalized planning and investment solutions. This role is critical to empowering clients with knowledge about their financial choices, ensuring they feel comfortable with their investment strategies.
Responsibilities include managing relationships, understanding client strategies, ensuring compliance, and collaborating with teammates. The Wealth Planner will thrive in a culture that values integrity and innovation.
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